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20130422
20130422
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is particularly important with technology because people confuse this stock which comprises 15% of the s&p 500 constantly, tech is a whole group of sectors, semi conductors, software, cloud, internet, hardware makers, sfoents, tech, telecommunications tech, infrastructure stock, assemblers, each has a separate growth rate. here i like to look at the companies i file versus the individual sectors. the investigator growth rate doesn't work. cloud stock, for example, are highly valued, meaning the high values to growth rates are extreme. that means there is no room for error or hair as we call it. in 2011, one of my favorite cloud replaced a magnificent corps. the guidance was later than i was hoping. the stock immediately got pancaked and stayed ugly for a long time. why? because it underperformed its portion of the technology sector even as the growth rate would have been outstanding for a personal computer-related block or a cellphone company. these days knowing what the sector is isn't enough. you need to know the subsector. you need to know how your company stacks up against the growth rate
of the day with a gain of 30 points. now technology the leadership on the upside. s&p 500 up 8.25 points. one-half of 1%. what is driving this market today, bob pisani, in the middle of all the action right now? >> folks, we were down 80 points as you saw from the dow industrials interday. we've come up 100, 105 points. still not a lot of direction to the market. that's part of the problem. the sectors, i'm happy to see materials and energy moving after a terrible week. all of the cyclical names a terrible week last week. technology doing better. health care, consumer staples all up. a modestly upward push to the market. still doesn't seem to be a lot of direction. look at house ing. very disappointed in the existing hope sales number for march we got out this morning. building materials are doing really well. boise cascade, big wood products. knocked the cover off the ball. said wood product demand is strong as the housing market continues to get better. one number good, another number not so good in the earnings season and in the economic reports. move on and show you some of the multiindus
but can communicate through technology. >> right, gary, let me ask you this, where are these two kids? monday night the bomb goes off 2:50 p.m. monday. where were they monday? where were they tuesday? where were they wednesday? we know they resurfaced thursday when their pictures were out there? where were they? why didn't they flee? this is a part of the mystery. if you ask me, they're making another bombing some place, but what's your take? >> the fact that they didn't run probably indicates they were safe and were going to do different attacks. a lot of terrorist organizations like al qaeda will train people to attack like in east affect, they don't give them an exit plan and they wind up doing this stuff on their own. they don't care if they get caught. they want them to go after a community or a neighborhood. then they want them to fight to the death in the end because it makes for great press. >> do you think the next target was boston or some are speculating new york city or some place else? >> i don't know. you know, possibly locally. because they didn't move. i wouldn't have
, and the energy sector, productivity through technology and mobility and what that really means and lastly, what we're seeing in terms of manufacturing efficiencies in america being competitive globally today. all of this gives you more impetus here than you would think. that's so 2003. that was the story we should have been talking about ten years ago when the stocks are reflective. >> when they're playing consumer stocks, are they looking at it wrong? >> i think some of the consumer discretionary stocks are stretched and not that we have a worry about the consumer and tax refunds will start coming now. credit conditions support employment and certainly consumer staples look very expensive. >> what about utilities up 19% so far this year? utilities are up 16% and health care up 19%. is your money safe in there? will they continue to hold up? >> we've been overweight utilities so i'm not going to be too uncomfortable with that and that's improvement with natural gas prices and in health care it's been very much about dividends and that we saw reimbursement rates that were supposed to be cut reca
, as you say, is health care, is tapels, parts of the media, parts of the technology space, as well, clearly defensive growth. and then the other part of the bar bell, we want to take advantage of some of those attractive valuations in equities and in europe. we would rather go into financials selectively and look at those insurance companies, those banks, as well, which is perhaps have sold off more in the market than the recent pullback and look at all of those companies which have improving or strong capital positions. and you end up looking at some of the german insurers and the swiss bank. they look pretty strong for us. >> jonathan, thanks very much for that. . >>> today is also worldwide -- in china, "worldwide exchange" in china day. i'm in hong kong because i've just spent the weekend at the china entrepreneur's club annual meeting of green companies in china. i've just come back from there and the china entrepreneur's club is a group 50, 51 of the leading ceos of the private companies. around $300 billion in revenue is what those combined companies have. one of the sectors
Search Results 0 to 4 of about 5